We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”
Accounting + Audit + Advisory Team
Alex Bradbury
Audit Senior
Cannon Hodges
Staff Accountant
Cindy Miller
CAS Admin
Cristina Guel
Staff Accountant
DeVetta Perkins
Staff Accountant
Diego Torres
Staff Accountant
Emily Eldridge
Accounting Associate II
Julie Bangert
Senior Consultant
Lee Mathew
Audit Associate
Lindsey Saville
Accounting Manager
Melissa Murray
Accounting Specialist
Paola Pereira
Consultant
Ravena Beamon
Senior Payroll Tax Accountant
Russ Thompson
Audit Senior
Sandra Michout
Accounting Specialist
Simon Salazar
Staff Accountant
Administrative Team
Donna Watermiller
Executive Assistant
Jennifer Escobar
Admin Assistant
Miriam Jeev-Solomon
Operations Assistant
Monique Ross
Operations Supervisor
Leadership Team
Abigail Fletcher, CPA
Partner – Advisory
Harvey Cox, CPA
Partner – Tax
Karen Meredith, CPA, CFP
Managing Partner
Kathy Phillips
Operations Manager
Kathy Tamura
Chief Financial Officer
Lisa Lott, CPA, CIE, CFE
Partner – Audit
Matt Meredith
Partner – Operations & Marketing
Marketing + IT Team
Josh Flores
IT Technician
Kristin Poston
Director of People & Culture
Melissa Lomeli
Director of Marketing
Sarah Barnett
Client Advocate
Tax Team
Ayesha Siddiqui
Tax Prep Assistant
Darlene Bailey
Tax Prep Assistant
Elizabeth Nguyen, CPA
Tax Manager
James Simmons, CPA
Tax Specialist
Jared Weidner, CPA
Manager
John Henderson, CPA
Tax Accountant
Pooja Patel
Senior Tax Specialist
Queenstar Barfi
Staff Accountant
Sagar Patel, CPA
Tax Specialist
Spencer Thomas, CPA
Tax Manager
Susanna Thomas
Senior Tax Accountant
